Money and Finance
Star Investors Reveal Their Hits and Misses [H/T Matt] (LINK)
Buffett Ups The Ante On Auto Sector Bet With $560M Axalta Stake (LINK)
Bruce Lee: Be Like Water (video) [H/T @PeterAttiaMD] (LINK)
Book of the day [H/T Tim Ferriss]: We Learn Nothing
- Links
CNBC transcript of Warren Buffett on 'Squawk Box' yesterday (LINK) And in case anyone is interested in reviewing Warren Buffett's CNBC appearance back around the market lows on March 9, 2009 (LINK) Reassessing Berkshire’s Insurance Operations...
- Links
Education & Elon Musk’s School Startup (LINK) CCTV Interview with Howard Marks (video) [H/T ValueWalk] (LINK) A Conversation with Steven Romick and David Herro (from earlier this summer) [H/T ValueWalk] (LINK) Inside These Hedge Funds, Special...
- Links
Jamie Dimon's Letter to Shareholders (LINK) PBS: America Revealed episodes (LINK)TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)NYC Pension Earns $40...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- Links
David Tepper: ECB Rate Cut Beginning of the End of Bond Rally (video) (LINK) Mohamed El-Erian: What the ECB's Moves Mean for the World (LINK) An Interview With Michael Pettis: The Great Rebalancing – How China’s Slowdown Will Affect the Globe [H/T...
Money and Finance
Links
Star Investors Reveal Their Hits and Misses [H/T Matt] (LINK)
The hard lessons from Rob Arnott, Jeremy Grantham, Howard Marks and Jeffrey GundlachEl-Erian's barbell strategy (video) (LINK) [For more on barbell strategies, via Nassim Taleb, see THIS.]
Mohamed El-Erian, Allianz chief economic adviser, discusses his personal asset allocation, and why he is invested in cash on one end and hedge funds on the other.Jim Grant on CNBC (video) (LINK)
Buffett Ups The Ante On Auto Sector Bet With $560M Axalta Stake (LINK)
Bruce Lee: Be Like Water (video) [H/T @PeterAttiaMD] (LINK)
Book of the day [H/T Tim Ferriss]: We Learn Nothing
- Links
CNBC transcript of Warren Buffett on 'Squawk Box' yesterday (LINK) And in case anyone is interested in reviewing Warren Buffett's CNBC appearance back around the market lows on March 9, 2009 (LINK) Reassessing Berkshire’s Insurance Operations...
- Links
Education & Elon Musk’s School Startup (LINK) CCTV Interview with Howard Marks (video) [H/T ValueWalk] (LINK) A Conversation with Steven Romick and David Herro (from earlier this summer) [H/T ValueWalk] (LINK) Inside These Hedge Funds, Special...
- Links
Jamie Dimon's Letter to Shareholders (LINK) PBS: America Revealed episodes (LINK)TED Talk - Dan Ariely: How equal do we want the world to be? You'd be surprised (LINK)Chinese Stock Buying Frenzy Sweeps Into Hong Kong (LINK)NYC Pension Earns $40...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- Links
David Tepper: ECB Rate Cut Beginning of the End of Bond Rally (video) (LINK) Mohamed El-Erian: What the ECB's Moves Mean for the World (LINK) An Interview With Michael Pettis: The Great Rebalancing – How China’s Slowdown Will Affect the Globe [H/T...